Holistic Planning, LLC Ishares Russell Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 3,870 shares of IWR stock, worth $347,874. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,870
Previous 3,842 0.73%
Holding current value
$347,874
Previous $340 Million 3.07%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$82.81 - $92.93 $2,318 - $2,602
28 Added 0.73%
3,870 $329 Million
Q4 2024

Jan 24, 2025
BUY
$87.25 - $95.52 $22,946 - $25,121
263 Added 7.35%
3,842 $340 Million
Q3 2024

Nov 01, 2024
BUY
$79.92 - $88.19 $286,033 - $315,632
3,579 New
3,579 $315 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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